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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,551 | $93,345+99.9% | $119,126+56.6% | $87,485+113.2% |
| Participation rate | 77.3% | 68.7%+8.5pp | 75.8%+1.5pp | 68.9%+8.3pp |
| Annual return | 13.06% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,321 | $3,172-26.8% | $4,034-42.4% | $2,596-10.6% |
| Participant deferral / active EE | $4,365 | $4,099+6.5% | $5,318-17.9% | $4,274+2.1% |
| Admin fee / account holder | $20,340 | $8,039+153.0% | $10,693+90.2% | $7,775+161.6% |